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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
626
Laurel Wealth Advisors (California)
California
$539K -$117K -2,261 -19%
AAP
627
Arax Advisory Partners
Colorado
$531K +$1.82K +35 +0.4%
VFA
628
Valeo Financial Advisors
Indiana
$531K +$199K +3,830 +68%
CSIC
629
Clifford Swan Investment Counsel
California
$529K
AAM
630
Ameraudi Asset Management
New York
$529K +$490K +9,449 New
PTP
631
Platform Technology Partners
New York
$529K +$491K +9,459 New
PRC
632
Pearl River Capital
Michigan
$529K +$491K +9,461 New
QT
633
Quantamental Technologies
New York
$529K +$491K +9,461 New
JCM
634
Jag Capital Management
Missouri
$528K -$571 -11 -0.1%
DAS
635
Dynamic Advisor Solutions
Arizona
$527K +$52.9K +1,019 +12%
V
636
Veritable
Delaware
$523K
MSAM
637
Moloney Securities Asset Management
Missouri
$522K -$69.8K -1,345 -13%
SWMG
638
Strategic Wealth Management Group
Maryland
$522K +$4.41K +85 +0.9%
OAM
639
Oppenheimer Asset Management
New York
$521K +$22.1K +426 +5%
ANRIA
640
American National Registered Investment Advisor
Texas
$520K
FFWA
641
FRG Family Wealth Advisors
Washington
$518K +$156 +3 +0%
MIM
642
Moseley Investment Management
Florida
$516K -$24.9K -479 -5%
LCC
643
Lincoln Capital Corp
Rhode Island
$510K +$22.9K +442 +5%
HH
644
Hilltop Holdings
Texas
$510K +$23K +443 +5%
FAIM
645
Financial Advocates Investment Management
Washington
$510K +$61.3K +1,182 +15%
CONA
646
Capital One National Association
New York
$509K +$472K +9,093 New
FIB
647
First Interstate Bank
Montana
$507K +$470K +9,060 New
PAWC
648
P.A.W. Capital
Connecticut
$503K -$182K -3,500 -28%
FBC
649
Fairfield, Bush & Co
Connecticut
$503K
Edgewood Management
650
Edgewood Management
Connecticut
$503K +$467K +9,000 New